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I want to increase/top up my payments

To increase your payments, you must send in the below requirements. These requirements vary, depending on what type of plan you're topping up. You will also need to include a signed instruction with the below requirements.

  • Savings/Investment Plan
    • Anti-Money Laundering Required (ID must be certified)
    • Source of Funds (Where the funds are coming from i.e. bank draft, transfer from another policy, electronic transfer)
    • Source of Wealth (How you acquired the funds i.e. inheritance, bonus etc.)
    • Top Up funds if single premium (the top up can be sent by electronic transfer, bank draft, cheque)
    • Fund choice needed 
  • Pension Plan
    • Top Up funds
    • Fund choice
    • For Company plans must be signed by company on headed paper
    • Fund split employee/employer

If you do not go to your financial advisor then you must also complete a Non-Advice based Sales Form.

  • Post it to Irish Life, Lower Abbey Street, Dublin 1.
  • Scan the form and email it to PensionCustomerService@irishlife.ie
  • If you have a smart phone you can take a clear picture of the form and email it to PensionCustomerService@irishlife.ie
  • Fax it to 01 242 2933.

 

Click here to find out what the Anti-Money Laundering requirements are.

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